Building Family Wealth: Investment And Life Insurance Planning
Professional Education

This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning. This noncredit class meets with a regular University of Utah credit course.

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Building Family Wealth: Investment And Life Insurance Planning (PEPEC 551)

Fall 2018 Section 90, Starting on: 08/20/2018

This course is only for students pursuing the non-credit Professional Certificate in Financial Planning. Those who are not certificate seeking should register for FCS 551. Please visit https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate to find out more about this certificate.

Date(s) Day Time Location
08/20/18 - 12/06/18
Tuition: $700.00      

Instructor: JESSIE FAN

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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For more information about our Veterans/Military Programs, please contact us at proed@continue.utah.edu or 801-585-1780.